Identify Property Manager and/or Property Administrator on a lettings property - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
Two configuration options are available to allow a specific Property Manager and/or a Property Administrator to be identified on a lettings property, alongside the existing Key Contact/Manager option
This then allows:
Property Manager/Administrator names to be shown within grids throughout the system
A grid allows filtering and sorting (by name) to be carried outFiltering by Property Manager/Administrator on the Organiser and within Power Reports
To enable one or both of these options, click here to contact Reapit Support
1. Identifying a Property Manager/Administrator From the Relationships panel on a property:
| One of each role (i.e. Property Manager, Property Administrator and Key Contact) can be added to a property |
2. Filtering by role on the Organiser The Property Management panel on the Organiser can be filtered by role
| Roles are set via the Relationships panel on the property, as seen in step 1 |
2a. Property Management Panel Setup - scope options You can choose which office and user information is shown when filtering by role on the Property Management panel From the Property Management panel:
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3. Viewing roles in grids When viewing a grid showing lettings properties, the Property Manager/Administrator roles can be viewed (the Manager/Administrator name and/or code can be shown) This grid was achieved by right-clicking over Current Tenancies in the Overview panel on the Organiser and selecting Full Results
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4. Reporting When running a lettings property report, the option to report by Property Manager or Property Administrator is available From Power Reports:
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